Agentic AI powered tax, audit, and accounting
CoCounsel is your trusted AI partner
Accelerate and Automate Your Workflow
With CoCounsel's agentic AI, you can eliminate manual research, streamline compliance, and ensure accuracy. Unlike traditional AI tools, CoCounsel doesn’t just generate insights — it executes structured workflows, making audits, accounting, and tax research faster, more intelligent, and more reliable.
Make Smarter, Faster Decisions with AI
CoCounsel integrates directly into your firm’s workflow, ensuring your audit, tax, and compliance processes are executed with precision
See How It WorksAgentic AI
Regulatory Compliance
Instant Insights
Enterprise Grade AI for Your Firm
Secure and Reliable
CoCounsel is built with enterprise-level security, ensuring your data is protected at every step.
Compliance-First AI
Designed for audit, tax, and accounting professionals, ensuring regulatory accuracy
Seamless Integration
Designed for audit, tax, and accounting professionals, ensuring regulatory accuracy
Why Firms Trust CoCounsel
CISO
top 20 firm
Materia has been and, I expect, will continue to be great partners.
Assurance Manager
(Top 20 US firm)
Materia compiles the guidance, and it's kind of showing me where it's getting the answer from, and that's been really helpful.
Audit Senior Manager
(Top 100 US firm)
Materia has genuinely saved me a lot of time.
Assurance Manager
(Top 100 US firm)
Anytime I run into a question that I either don't know off the top of my head or I just really want to double-check and make sure that I'm understanding the GAAP correctly.
Audit Senior Manager
(Top 20 US firm)
Materia has genuinely saved me a lot of time.
Assurance Manager
Assurance Manager
Materia compiles the guidance, and it's kind of showing me where it's getting the answer from, and that's been really helpful.
CISO
top 20 firm
Materia has been and, I expect, will continue to be great partners.
Assurance Manager
(Top 20 US firm)
Anytime I run into a question that I either don't know off the top of my head or I really want to double-check and make sure that I'm understanding the GAAP correctly.
CISO
top 20 firm
Materia has been and, I expect, will continue to be great partners.
Assurance Manager
(Top 20 US firm)
Materia compiles the guidance, and it's kind of showing me where it's getting the answer from, and that's been really helpful.
Audit Senior Manager
(Top 100 US firm)
Materia has genuinely saved me a lot of time.
Assurance Manager
(Top 100 US firm)
Anytime I run into a question that I either don't know off the top of my head or I just really want to double-check and make sure that I'm understanding the GAAP correctly.
Audit Senior Manager
(Top 20 US firm)
Materia has genuinely saved me a lot of time.
Assurance Manager
Assurance Manager
Materia compiles the guidance, and it's kind of showing me where it's getting the answer from, and that's been really helpful.
CISO
top 20 firm
Materia has been and, I expect, will continue to be great partners.
Assurance Manager
(Top 20 US firm)
Anytime I run into a question that I either don't know off the top of my head or I really want to double-check and make sure that I'm understanding the GAAP correctly.
Frequently Asked Questions
What makes CoCounsel different from other AI tools?
CoCounsel uses Agentic AI, which doesn’t just generate content—it executes multi-step tasks to streamline tax research, audit
documentation, and compliance workflows
How does CoCounsel ensure accuracy in research?
CoCounsel pulls insights from trusted sources like Checkpoint, ensuring that every answer meets industry standards and compliance regulations.
Can CoCounsel integrate with my firm’s workflow?
Yes! CoCounsel seamlessly integrates into your existing accounting and audit platforms, enhancing efficiency without disrupting your processes.
Is CoCounsel secure?
Absolutely. CoCounsel is built with enterprise-grade security measures, ensuring your firm’s data remains compliant.
Still have questions?
Contact us